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Michelle Magner: Powering Growth Through an Integrated Framework
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.
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By Barron's Advisor
4.2
109109 ratings
A partner at Socium Advisors, Magner describes her firm's growth from $12 million to $2.6 billion in assets under management and its shift from investment management to a comprehensive "defensive planning" structure. Host: Ray Sclafani.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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